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Worth Asset Management’s Autodesk ADSK Stock Holding History

Worth Asset Management’s Portfolio ADSK Stock Details ADSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,223
Closed -$1.44M – 141
2024
Q3 		$1.44M Buy
+5,223
New +$1.31M 0.78% 33
2023
Q3 		– Sell
-50
Closed -$10.2K – 101
2023
Q2 		$10.2K Hold
50
– – 0.01% 302
2023
Q1 		$10.4K Hold
50
– – 0.01% 317
2022
Q4 		$9.34K Hold
50
– – 0.01% 313
2022
Q3 		$9K Sell
50
-54
-52% -$10.9K 0.01% 275
2022
Q2 		$18K Sell
104
-93
-47% -$17.9K 0.01% 304
2022
Q1 		$36K Buy
+197
New +$45.4K 0.02% 243

Other funds holding ADSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Worth Asset Management's ADSK Position: Q4 2024 in Review

Worth Asset Management sold out of Autodesk (ADSK) in Q4 2024, closing a stake of 5,223 shares — an estimated $1.44M sold.

Worth Asset Management first reported a position in ADSK in Q1 2022 and held it in 7 quarters. The position peaked at $1.44M in Q3 2024. 1,303 funds tracked by Wall St. Rank hold ADSK as of Q4 2024.

  • Worth Asset Management reported no remaining Autodesk position as of Q4 2024 after selling out during the quarter.
  • Worth Asset Management sold 5,223 Autodesk shares in Q4 2024, an estimated $1.44M.
  • Worth Asset Management first reported a position in Autodesk in Q1 2022 and held it in 7 quarters.
  • Worth Asset Management's Autodesk position peaked at $1.44M in Q3 2024.
  • 1,303 funds tracked by Wall St. Rank held Autodesk as of Q4 2024.

Based on Worth Asset Management's 13F filing for Q4 2024, filed 8 Jan 2025.